Boost Revenue With the Best MSP and IT Services CRM

Whether your managed service provider and IT support company provides services locally or around the globe, your team needs insight into leads and clients so you can close more deals, offer better ongoing client support, and increase customer loyalty.

Nutshell’s pipeline management features make it easy for your reps to view, manage, and move leads through your pipeline so you can stay on top of sales. As the best Next Action Selling CRM on the market, helping you figure out what’s next in your sales process is at Nutshell’s core.

See how Nutshell’s pipeline management tools for MSPs and IT services companies make it easy for your reps to manage your leads:

• View your leads in four different ways—with board, list, chart, and map views—so each rep can manage leads the way they prefer.
• Customize your lead board view to show the exact information your team needs to see at a glance.
• Markeer uw meest waardevolle potentiële verkopen als Hot, zodat uw team ze gemakkelijk kan volgen, waar ze ook verschijnen Nutshell.
• Create multiple pipelines to track contacts interested in your network, infrastructure, security, data, storage, and technical management services—you can then move them to an account management pipeline for ongoing services after you close the deal.
• Bekijk de bron- en trechterfase van elke lead, plus welke actie u vervolgens moet ondernemen om de deal te sluiten.

Accurate and accessible client data is critical for effective selling and service management. When you can track a contact’s interests, purchase history, communications, and the last time you contacted them, you can nurture relationships to close more deals.

Nutshell fungeert als een centrale opslagplaats voor al uw klant- en leadgegevens. U kunt uitgebreide profielen maken die meer bevatten dan alleen contactgegevens: voeg voorstellen en contracten toe, gebruik tags om klanten te groeperen op kenmerken en bekijk een volledige tijdlijn van elke relatie.

Met Nutshell's functies voor contactbeheer, kunt u:

• Importeer klantgegevens, agenda-afspraken en e-mails uit elke bron, of krijg deskundige hulp bij Nutshell's witte handschoen import service.
• Organize clients along with their companies and potential sales, so you have all the information you need to close a deal in one place.
• Access clients’ deal history, invoices, contracts, addresses, and crucial notes right from their contact record page.
• Volg elke e-mail, elk telefoontje en elk gesprek met klanten, zodat u berichten kunt verzenden die de conversies verhogen.
• Make phone calls directly from Nutshell with unlimited click-to-call and record your calls for reference later.

Driving growth for your MSP and IT services company requires a steady stream of new leads for your sales team to work through your pipeline. To have the best chance of closing more deals, you need to find companies most likely to need your services and effectively build their trust.

Email marketing is a powerful tool for supercharging your IT services company’s outreach efforts.  Nutshell has its own built-in solution, Email marketing, which allows for seamless integration. Use the drag-and-drop email editor to design professional emails, automate sending, and catch your clients’ attention at every stage of the funnel.

With Nutshell’s Email marketing feature, your team can:

• Creëer gerichte e-mailmarketingdoelgroepen van uw CRM-contacten om de juiste berichten naar de juiste mensen te sturen.
• Automate email campaigns to send optimized messages tailored to your audience at the right time.
• Test your email campaign content with A/B testing tools to find the content that resonates best with your recipients.
• Houd statistieken over e-mailbetrokkenheid bij, zoals open- en klikpercentages.
• Combineer e-mailmarketing met NutshellDe andere tools voor het genereren van leads, zoals onze online vergaderplanner, webformulierbouwer en maker van bestemmingspagina's, voor een nog sterkere marketingstrategie.